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Wednesday 16 September 2026
Research Insight: Google scales TPU systems to 1 million chips as power becomes the bottleneck

At SEMICON Taiwan 2026, Google outlined the direction of its AI infrastructure, and DIGITIMES notes that the discussion extended well...

Tuesday 15 September 2026
TSMC 3nm, 2nm, and CoWoS stay tight as AWS, MediaTek, TPU shift capacity
TSMC's 3nm, 2nm, and CoWoS advanced packaging capacity remained in short supply in late 2026's third quarter, as changes in major customer orders and front-end and back-end supply...
Monday 14 September 2026
AI's energy demand ignites global nuclear rush, straining Taiwan's restart
A worldwide nuclear comeback, fueled by artificial intelligence data centers and semiconductor demand, is tightening supply chains and labor markets just as Taiwan considers restarting...
Monday 14 September 2026
Google TPU pays back investment in 1 year, creating upside for MediaTek, Broadcom ASIC revenues

Google Cloud CEO Thomas Kurian recently revealed that Google's overall payback period for AI server investments is less than two years,...

Friday 11 September 2026
Pentagon reportedly weighs US$5B loan to AI infrastructure startup Fluidstack
The US Pentagon is in talks to provide about US$5 billion in financing to AI cloud-computing startup Fluidstack, potentially making the government a major source of capital for the...
Friday 11 September 2026
iPhone Duo leads Apple's new lineup as market stays split

Apple's latest iPhone launch could reshape premium phone demand, but the bigger question is whether the company can answer growing AI...

Thursday 10 September 2026
Meta loses key AI researcher after billion-dollar hiring push
Meta said on September 9 that AI researcher Andrew Tulloch will leave the company after less than a year, ending a high-profile return that followed one of the biggest talent offers...
Thursday 10 September 2026
Samsung pushes into display-equipped smart glasses as Meta leads market
Samsung Electronics has begun developing its first smart glasses with an in-lens display, asking Samsung Display in August to develop a microdisplay that meets requirements for form...
Thursday 10 September 2026
Qualcomm's AWS deal raises stakes for MediaTek and Alchip
Qualcomm this week announced a multi-generation collaboration with Amazon to develop custom silicon for AI inference and high-performance optical connectivity for Amazon Web Services...
Thursday 10 September 2026
Google plans EUR13 billion Finland investment to expand data centers, clean energy
Google said it will invest EUR13 billion (US$15.11 billion) in Finland over the next two years, underscoring how data center growth, clean power, and local skills investment are becoming...
Wednesday 9 September 2026
Google steps up green power purchases in Taiwan for 24/7 carbon-free electricity
Over the past half-year, multinational companies and semiconductor suppliers have pressed the government to reduce surplus power conditions. To increase the flexibility of green power...
Wednesday 9 September 2026
CSPs expand Malaysia AI server hubs as Southeast Asia grows
According to the latest DIGITIMES Intelligence report, US-based cloud service providers (CSPs) are expanding their footprint in Malaysia, with Microsoft and Google driving the next...
Sunday 6 September 2026
Google's quantum boss says five years; his engineer says not so fast
Quantum computing has a trust problem. When a quantum machine produces an answer no ordinary computer can feasibly produce, there is no obvious way to tell whether the answer is ri...
Saturday 5 September 2026
Google TPU splits training, inference as CPU becomes next focus
As AI model training, inference, and AI agent workloads continue to grow, AI accelerators are increasingly being optimized for different tasks. Amin Vahdat, Google's senior vice president...
Friday 4 September 2026
Commentary: Apple shifts to smart vehicle software layer as Ternus era arrives
When Apple abandoned Project Titan, automotive supply chain insiders predicted the tech giant wouldn't bow out of the smart vehicle market entirely; it would simply approach the market...